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News and Research
The Financial Planning Association’s proposals to have adviser registration over-ride licensing has run into a backlash from key financial planning licensees who say they were never consulted and that the FPA proposal has flaws which would be detrimental to client interests.
Life/risk advisers have been caught in a bind as they find themselves at risk of clawbacks as they seek to help clients deal with financial hardship by winding back premiums.
Adviser group, the United Financial Advisers Association has called for the boycotting of the FASEA exam until a better alternative if found.
OneVue is in trading halt on the Australian Securities Exchange and so is Sequoia as attention focuses on the future ownership of financial planning dealer group, Madison.
One of Australia largest corporate superannuation outsourcing providers, Mercer, has revealed the cost of delivering intrafund advice.
